Carson Wealth (CWM LLC)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
36,962
-7,444
| -17% | -$317K | 0.01% | 1040 |
|
|
2025
Q1 | $1.59M | Sell |
44,406
-16,746
| -27% | -$601K | 0.01% | 911 |
|
|
2024
Q4 | $2.1M | Sell |
61,152
-2,150
| -3% | -$73.8K | 0.01% | 767 |
|
|
2024
Q3 | $2.44M | Sell |
63,302
-751
| -1% | -$28.9K | 0.01% | 638 |
|
|
2024
Q2 | $2.28M | Sell |
64,053
-757
| -1% | -$26.9K | 0.01% | 613 |
|
|
2024
Q1 | $2.32M | Sell |
64,810
-3,322
| -5% | -$119K | 0.01% | 586 |
|
|
2023
Q4 | $2.38M | Sell |
68,132
-627
| -0.9% | -$21.9K | 0.01% | 542 |
|
|
2023
Q3 | $2.22M | Sell |
68,759
-916
| -1% | -$29.5K | 0.01% | 522 |
|
|
2023
Q2 | $2.35M | Buy |
69,675
+60,267
| +641% | +$2.04M | 0.01% | 484 |
|
|
2023
Q1 | $317K | Buy |
9,408
+418
| +5% | +$14.1K | ﹤0.01% | 1040 |
|
|
2022
Q4 | $283K | Buy |
8,990
+510
| +6% | +$16.1K | ﹤0.01% | 973 |
|
|
2022
Q3 | $235K | Sell |
8,480
-103
| -1% | -$2.85K | ﹤0.01% | 988 |
|
|
2022
Q2 | $268K | Sell |
8,583
-32
| -0.4% | -$999 | ﹤0.01% | 928 |
|
|
2022
Q1 | $327K | Buy |
8,615
+56
| +0.7% | +$2.13K | ﹤0.01% | 856 |
|
|
2021
Q4 | $350K | Buy |
+8,559
| New | +$350K | ﹤0.01% | 827 |
|
|
2021
Q2 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2021
Q1 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2020
Q4 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2020
Q3 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2020
Q2 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2020
Q1 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2019
Q4 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2019
Q3 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2019
Q2 | $354K | Hold |
8,510
| – | – | ﹤0.01% | 740 |
|
|
2019
Q1 | $354K | Buy |
8,510
+8,370
| +5,979% | +$348K | ﹤0.01% | 740 |
|
|
2018
Q4 | $4K | Buy |
140
+82
| +141% | +$2.34K | ﹤0.01% | 1600 |
|
|
2018
Q3 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1554 |
|